The Fall Family Wealth Conference

Synchronizing With The Ecosystems Of Wealthy Families

Utilizing Family Wealth Hub Dashboard Engineering

 Harvest more HNW Clients  •  Maximize Profitability  •  Redefine Beat Practices  •  Re-Imagine Technology


Regular Registration: $999

Early Bird Registration: $799

Includes 10 Hrs. of CE/CLE


Dates and Times:

October 21st:       Welcoming Reception: 6:00

October 22nd:       Breakfast: 7:30 - 8:30

Sessions: 8:30 - 6:00

Reception: 6:00 - 8:00


October 23rd:       Breakfast: 7:30 - 8:30

Sessions: 8:30 - 4:00




Renaissance Orlando International Airport Hotel

5445 Forbes Pl, Orlando, FL 32812


Fusion Power Teleconference Series Schedule

(dates and topics subject to change)

  Web Casts now begin promptly at: Eastern: 12:00PM, Central: 11:00AM, Mountain: 10:00AM, Pacific: 9:00 AM,   

  unless otherwise stated. All programs are 45 minutes in duration.


  Please Register or Call for the teleconference number and appropriate passwords.


*Subject to change
** Holiday Schedule



2/22/18 Medicare Guidance Software -

Diane Omdahl, CEO - I-65

3/1/18 Comprehensive Wealth Management Marketing Solutions -

Alan Gross - GSM Marketing

3/29/18 Captive Insurance Dynamics -

Mark Sims, CMO - Captive Alternatives

4/19/18 Tax Qualified Plan Design -

Jeff Feld, CPA - Principal of Alliance Pension Consultants

5/17/18 Enhancing Cash Management Capabilities -

Tom Nelson - Chief Investment Officer for Reich & Tang

6/14/18 Innovation within the Financial Services Industry

Bill Hortz, CEO - Innovation Development

6/21/18 Embedding Trust Services into your Firm

Greg Crawford, TED, CFP, CEO - Alliance Trust Services

6/28/18 Fuse Private Banking Into Your Practice

James Sekel, SVP - Private Banking at TriState Capital Bank

7/19/18 Neutralizing "ROBO" with Six Dimensional Asset Management

Phil Kosmala, CEO - Taiber Kosmala and Associates

8/30/18 Engineering your Advisory Operations Dashboard on an open-architecture basis

Ryan Borer, CEO - Advisor OS

Phone: 727-935-5815   Toll Free: 1-888-884-3332

E-mail: This email address is being protected from spambots. You need JavaScript enabled to view it.